Filed November 9, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC3+ years Filed as: PLAN PILOT, LLC Service code 28 · EIN 45-4168388 | Investment Management | $20,703 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,652 | $74,552+67.2% | $62,995+97.9% | $69,631+79.0% |
| Participation rate | 99.0% | 78.3%+20.7pp | 74.8%+24.2pp | 70.7%+28.3pp |
| Annual return | 15.19% | 15.77%-0.6pp | 87.57%-72.4pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $4,061 | $2,929+38.6% | $2,759+47.2% | $2,032+99.8% |
| Participant deferral / active EE | $6,740 | $2,974+126.6% | $3,329+102.4% | $3,224+109.1% |
| Admin fee / account holder | $28 | $59-52.7% | $3,600-99.2% | $110-74.5% |